New Business Client Advisor

The role: New Business Client Advisor

Within your role as a New Business Client Advisor, you’ll primarily be responsible for bringing onboard new SME clients to the Enterprise part of the business. Additionally, you’ll be responsible for servicing a range of commercial insurance policies.

This is a superb opportunity to launch a career within a sustainable and exciting industry that provides aspirational individuals the platform for a long-term insurance career.

As a Client Advisor, once you have received initial training and support, you will be responsible for servicing a new business clients, and this can involve managing renewals, invoicing, producing new quotes, upselling/cross selling additional products whilst handling any additional queries that are presented.

We will rely on you to:

• Work on all aspects of account management and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards.

• Manage all day-to-day queries, new business, renewals, amendments and mid-term adjustments.

• Build and maintain relationships with clients, prospects, client teams and producers to provide best in class service and drive growth.

• Serve as a client contact for day-to-day needs and answer standard or more difficult client questions to improve the client experience.

• Maintain a detailed understanding of changing market condition and understands and complies with all compliance, professional and transparency standards to better serve clients.
   

What you need to have:

• Previous experience within a similar Insurance Account Manager role is preferred however sales/client/customer facing experience gained from within a similar role or working environment will be considered.

• Strong literacy, numeracy, administration and communication skills that can be demonstrated via qualifications/grades gained during education

• Ability to remain calm under pressure and be able to work flexibly when required

• Excellent organisational skills with the ability to manage multiple enquiries simultaneously

• Have experience utilising the Microsoft Office suite and similar products
   

What makes you stand out:

• A desire for a long-term career within the insurance industry

• A thirst for learning and the opportunity to study for further insurance related qualifications

• Previous experience within a similar role/industry

• Excel, Word & Outlook knowledge
   

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.

• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
   

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